Joshua Cohen in

Joshua Cohen

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Partner & Wealth Management Advisor at Legacy Financial Group Northwestern Mutual
📍 Boston, Massachusetts, United States

Joshua Cohen is a Partner and Wealth Management Advisor at Legacy Financial Group, a firm associated with Northwestern Mutual. A University of Miami graduate with a CLU certification, he specializes in helping clients build deep, lifelong relationships to create financial security and a lasting legacy for future generations.

Outside of his professional role, Joshua is deeply connected to his alma mater. He is an active supporter of the University of Miami, where he serves as a board member for both the Alumni Association and the Planned Giving Advisory Board, demonstrating a strong commitment to the universitys community and future.

He is a recipient of the NAIFA Quality Award for Life Insurance and Annuities.

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Experience
30 Years
Current Role
Partner & Wealth Management Advisor
Job Level
Junior
Location
Boston, Massachusetts, United States
Personality Overview

How Joshua shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joshua cares about

Legacy Planning
His entire professional philosophy is centered around helping business owners create a powerful legacy for their family, community, and team.
Generational Wealth
He focuses on advising clients on how to create and manage financial security that endures for generations to come.
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Career

Work history

2024
Partner & Wealth Management Advisor
Legacy Financial Group Northwestern Mutual
10-1999 - 3-2024
Financial Advisor
Northwestern Mutual
1-1999
Partner & Financial Advisor
Legacy Financial Group Northwestern Mutual
1999
Partner & Wealth Management Advisor
Legacy Financial Group Northwestern Mutual
1999
Financial Representative
Northwestern Mutual
In the press

Media appearances

Joshua Cohen - Legacy Financial Group | Northwestern Mutual. Featured in Forbes
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Joshua A Cohen, Partner & Wealth Management Advisor. Featured in Northwestern Mutual
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Education
1992 - 1996
BA
University of Miami
1992 - 1996
Bachelor’s Degree
University of Miami
1987 - 1991
Education details unavailable
Thayer Academy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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